ROCI ROC ETF
ROCI Fund Description
ROCI is an actively managed fund of 75 to 150 large-cap US companies that are led by Chief Executive Officers (CEOs) considered to be of high-character as defined by the Issuer.
ROCI Factset Analytics Insight
ROCI is the first ETF to select companies based on the perceived character of their Chief Executive Officer s (CEOs). The fund manager believes that exceptional character in a CEO can positively affect a company’s return on assets and workforce engagement while reducing overall business risk. Starting with the largest 1,000 US companies, the fund manager assigns an Integrity Score based on disclosure materials, such as shareholder letters and management discussion sections from public shareholder reports. The highest ranking 150 to 250 names are then assessed based on behavioral aspects and controversies to determine a Supplemental Assessment Score. Using a statistical methodology, these initial scores are consolidated to form a Composite Character Score. The top 75 to 150 companies, as measured by CEOs with the highest composite score, are selected for inclusion. Holdings are weighted based on their general corporate attributes (e.g., market-cap) and are reviewed on an annual basis.
ROCI Summary Data
ROCI Portfolio Data
ROCI Index Data
ROCI Portfolio Management
ROCI Tax Exposures
ROCI Fund Structure
ROCI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ROCI. ROCI is rated a 4 out of 5.
ROCI Sector/Industry Breakdown
ROCI Top 10 Holdings[View All]
ROCI Economic Development
ROCI Performance Statistics
ROCI Benchmark Comparison Summary
ROCI Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.